Custodian — April 2024
Custodians courting new and breakaway RIAs (Schwab, Fidelity, Altruist, Axos, TradePMR).
785 firms opened this window in the April 2024 SEC roster: 329 aum crossed 1b, 324 custody started, 132 new registration.
98
TYME ADVISORS — (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
95
M. E. ALLISON & CO., INC. — (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
95
HARGER AND COMPANY, INC. — (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
95
MAIN STREET MANAGEMENT COMPANY — (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
95
LOYD FINANCIAL MANAGEMENT INC. — (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
95
PACESETTER FINANCIAL GROUP, L.L.C. — (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
95
BROADWING CAPITAL ADVISORS, INC. — (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
95
WHALEN CAPITAL, INC. — (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
95
TRIPPON WEALTH MANAGEMENT GROUP LLC — (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
95
FOUNDATION CAPITAL MANAGEMENT, LLC — (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
95
SCHNEIDER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
95
MAYA ADVISORS, INC. — (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps. IAPD ↗
95
FLAVIN FINANCIAL SERVICES, INC. — (MELBOURNE, FL) is newly SEC-registered with $129.8M RAUM and 3 advisory reps. IAPD ↗
95
GBM WEALTH MANAGEMENT, INC. — (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps. IAPD ↗
95
HARDY & HARDY CO LLC — (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps. IAPD ↗
95
INVESTMENTHUNTER WEALTH SERVICES — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
95
DELPHINUS FINANCIAL ADVISORS, LLC — (MANSFIELD, MA) is newly SEC-registered with $110.9M RAUM and 2 advisory reps. IAPD ↗
95
MY PORTFOLIO GUIDE, LLC — (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps. IAPD ↗
95
EASTSOUND CAPITAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $152.2M RAUM and 6 advisory reps. IAPD ↗
95
INDELIBLE WEALTH GROUP — (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps. IAPD ↗
95
SHERMAN ASSET MANAGEMENT, INC. — (VENTURA, CA) is newly SEC-registered with $121.8M RAUM and 1 advisory reps. IAPD ↗
95
SOMNIO FINANCIAL GROUP, LLC — (GLASTONBURY, CT) is newly SEC-registered with $116.8M RAUM and 2 advisory reps. IAPD ↗
95
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — (BRATENAHL, OH) is newly SEC-registered with $152.2M RAUM and 2 advisory reps. IAPD ↗
95
EPIC ADVISORY SERVICES CORP — (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps. IAPD ↗
95
CYR FINANCIAL INC. — (HENNEPIN, IL) is newly SEC-registered with $112.1M RAUM and 4 advisory reps. IAPD ↗
95
RED CRANE WEALTH MANAGEMENT, LLC — (PALO ALTO, CA) is newly SEC-registered with $106.0M RAUM and 3 advisory reps. IAPD ↗
95
IMG WEALTH MANAGEMENT, INC. — (JACKSONVILLE, FL) is newly SEC-registered with $119.9M RAUM and 6 advisory reps. IAPD ↗
95
STEWARDS ADVISORY SERVICES — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
CENTERPIECE WEALTH ADVISOR — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $104.0M RAUM and 2 advisory reps. IAPD ↗
95
VESTED FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $101.6M RAUM and 1 advisory reps. IAPD ↗
95
FOOTHILLS ADVISORS, LLC — (CAVE CREEK, AZ) is newly SEC-registered with $117.7M RAUM and 3 advisory reps. IAPD ↗
95
CAVU WEALTH MANAGEMENT — (LAKESIDE, CA) is newly SEC-registered with $114.5M RAUM and 8 advisory reps. IAPD ↗
95
GAMMA ASSET MANAGEMENT LLC — (SAN JUAN, PR) is newly SEC-registered with $100.6M RAUM and 3 advisory reps. IAPD ↗
95
ZENITH WEALTH PARTNERS — (PHILADELPHIA, PA) is newly SEC-registered with $81.6M RAUM and 6 advisory reps. IAPD ↗
95
STONE WEALTH PARTNERS LLC — (LAFAYETTE, LA) is newly SEC-registered with $102.1M RAUM and 5 advisory reps. IAPD ↗
95
PTM WEALTH MANAGEMENT, LLC — (NORTH WALES, PA) is newly SEC-registered with $124.1M RAUM and 2 advisory reps. IAPD ↗
95
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. — (HENDERSON, NV) is newly SEC-registered with $105.1M RAUM and 4 advisory reps. IAPD ↗
95
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — (HOUSTON, TX) is newly SEC-registered with $111.6M RAUM and 4 advisory reps. IAPD ↗
95
DIRECT FINANCIAL CARE — (location n/a) is newly SEC-registered with $150.0M RAUM and 1 advisory reps. IAPD ↗
95
CHROME ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps. IAPD ↗
95
WISE WEALTH PARTNERS, LLC — (PHOENIX, AZ) is newly SEC-registered with $100.9M RAUM and 2 advisory reps. IAPD ↗
95
THE WEALTHGARDEN F.S. LLC — (EL SEGUNDO, CA) is newly SEC-registered with $139.2M RAUM and 3 advisory reps. IAPD ↗
95
ELYSIUM WEALTH MANAGEMENT, LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $116.0M RAUM and 6 advisory reps. IAPD ↗
95
ELEVATION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $113.4M RAUM and 2 advisory reps. IAPD ↗
95
BALLAST ROCK PRIVATE WEALTH — (CHARLESTON, SC) is newly SEC-registered with $170.6M RAUM and 6 advisory reps. IAPD ↗
95
ENDEAVOR ADVISORS, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $106.1M RAUM and 2 advisory reps. IAPD ↗
95
95
BLALOCK WILLIAMS, LLC — (ALEXANDER CITY, AL) is newly SEC-registered with $105.5M RAUM and 2 advisory reps. IAPD ↗
95
THE PINES WEALTH MANAGEMENT, LLC — (SOUTHERN PINES, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
NINE30 ADVISORS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
STIRLING FINANCIAL GROUP — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
RICHMOND INVESTMENT SERVICES LLC — (MEQUON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
95
BENJAMINS MONEY — (MCLEAN, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
1015 CAPITAL PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MASTER'S WEALTH MANAGEMENT INC. — (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
ANCHOR WEALTH MANAGEMENT GROUP LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FIRESIDE CAPITAL ADVISORS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PLATFORM WEALTH ADVISORS — (HOLLADAY, UT) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
95
BLACK POINT WEALTH MANAGEMENT — (NAPLES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
DEMETER TACTICAL INVESTMENTS CORP. — (SHERIDAN, WY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
INMAN JAGER WEALTH MANAGEMENT — (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
YIELD WEALTH LTD. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROCKBRIDGE CAPITAL MANAGEMENT — (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
HOLOS INTEGRATED WEALTH — (KENNETT SQUARE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FCIG WEALTH MANAGEMENT, LLC — (PLAINFIELD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TAIKO PRIVATE WEALTH — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
CARNEGIE LAKE ADVISORS LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
CORNERSTONE ALTERNATIVES — (GREENVILLE, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CRUSONIA WEALTH ADVISORS LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PONTA WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BLUEWATER WEALTH ADVISORS, LLC — (VESTAVIA, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
RATSON ADVISORY LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
95
MERKKURI WEALTH ADVISORS LLC — (HICKSVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PORT CAPITAL MANAGEMENT — (MASSAPEQUA, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
AURDAN CAPITAL MANAGEMENT, LLC — (BERWYN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FELLOWSHIP FINANCIAL PLANNING — (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
MINDSET WEALTH MANAGEMENT, LLC — (FISHERS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
LIGHTHOUSE — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
85
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED — crossed $1B in regulatory AUM ($972.1M -> $1.02B). IAPD ↗
85
SECURITY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($982.7M -> $1.02B). IAPD ↗
85
GEORGE MCKELVEY CO., LLC — crossed $1B in regulatory AUM ($951.6M -> $1.05B). IAPD ↗
85
CENTENNIAL SECURITIES COMPANY INC — crossed $1B in regulatory AUM ($944.8M -> $1.07B). IAPD ↗
85
NORTHERN TRUST SECURITIES, INC — crossed $1B in regulatory AUM ($829.5M -> $1.03B). IAPD ↗
85
MOMENTUM INDEPENDENT NETWORK INC. — crossed $1B in regulatory AUM ($824.5M -> $1.12B). IAPD ↗
85
HUNTER ASSOCIATES LLC — crossed $1B in regulatory AUM ($832.7M -> $1.01B). IAPD ↗
85
ANCORA RETIREMENT PLAN ADVISORS, LLC — crossed $1B in regulatory AUM ($791.8M -> $1.06B). IAPD ↗
85
MIDDLETON & COMPANY INC. — crossed $1B in regulatory AUM ($895.2M -> $1.04B). IAPD ↗
85
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — crossed $1B in regulatory AUM ($693.2M -> $1.05B). IAPD ↗
85
BLACKHILL CAPITAL, INC — crossed $1B in regulatory AUM ($904.5M -> $1.29B). IAPD ↗
85
CCM INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($892.1M -> $1.09B). IAPD ↗
85
WELLINGTON CONSULTING SERVICES INC — crossed $1B in regulatory AUM ($969.7M -> $1.69B). IAPD ↗
85
RETIREMENT INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($929.9M -> $1.11B). IAPD ↗
85
TSA MANAGEMENT INC — crossed $1B in regulatory AUM ($976.7M -> $1.11B). IAPD ↗
85
OPUS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($894.4M -> $1.06B). IAPD ↗
85
SAROFIM TRUST CO — crossed $1B in regulatory AUM ($811.5M -> $7.14B). IAPD ↗
85
PROVIDENT INVESTMENT MANAGEMENT, INC. — crossed $1B in regulatory AUM ($950.2M -> $1.09B). IAPD ↗
85
PEKIN HARDY STRAUSS, INC. — crossed $1B in regulatory AUM ($922.5M -> $1.04B). IAPD ↗
85
CABOT WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($862.7M -> $1.01B). IAPD ↗
85
ARMSTRONG, FLEMING & MOORE, INC. — crossed $1B in regulatory AUM ($876.9M -> $1.04B). IAPD ↗
85
DELTA FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($996.3M -> $1.20B). IAPD ↗
85
MATRIX ASSET ADVISORS INC — crossed $1B in regulatory AUM ($884.5M -> $1.02B). IAPD ↗
85
AGILI, P.C. — crossed $1B in regulatory AUM ($972.5M -> $1.10B). IAPD ↗
85
VISION CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($860.2M -> $1.02B). IAPD ↗
85
KLCM ADVISORS, INC. — crossed $1B in regulatory AUM ($974.0M -> $1.25B). IAPD ↗
85
HOWARD FINANCIAL SERVICES, LTD. — crossed $1B in regulatory AUM ($988.5M -> $1.28B). IAPD ↗
85
CADINHA & CO LLC — crossed $1B in regulatory AUM ($931.3M -> $1.01B). IAPD ↗
85
APRIEM ADVISORS — crossed $1B in regulatory AUM ($862.1M -> $1.05B). IAPD ↗
85
SUNCOAST EQUITY MANAGEMENT, LLC — crossed $1B in regulatory AUM ($840.6M -> $1.36B). IAPD ↗
85
PROFESSIONAL PLANNING GROUP — crossed $1B in regulatory AUM ($937.2M -> $1.06B). IAPD ↗
85
NEXT CENTURY GROWTH INVESTORS LLC — crossed $1B in regulatory AUM ($930.7M -> $1.17B). IAPD ↗
85
CAPITAL ADVANTAGE, INC. — crossed $1B in regulatory AUM ($905.2M -> $1.00B). IAPD ↗
85
EDGEMOOR INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($969.4M -> $1.18B). IAPD ↗
85
CORRIGAN FINANCIAL INC — crossed $1B in regulatory AUM ($931.9M -> $1.03B). IAPD ↗
85
MOISAND FITZGERALD TAMAYO, LLC — crossed $1B in regulatory AUM ($901.4M -> $1.03B). IAPD ↗
85
REDW WEALTH LLC — crossed $1B in regulatory AUM ($896.4M -> $1.00B). IAPD ↗
85
COMPAK ASSET MANAGEMENT — crossed $1B in regulatory AUM ($895.0M -> $1.08B). IAPD ↗
85
GRIES FINANCIAL LLC — crossed $1B in regulatory AUM ($974.7M -> $1.22B). IAPD ↗
85
BEACON FINANCIAL GROUP — crossed $1B in regulatory AUM ($942.5M -> $1.00B). IAPD ↗
85
PARAGON ADVISORS, INC. — crossed $1B in regulatory AUM ($930.0M -> $1.00B). IAPD ↗
85
SLOY, DAHL & HOLST, LLC — crossed $1B in regulatory AUM ($944.2M -> $1.34B). IAPD ↗
85
GREENWOOD GEARHART INC. — crossed $1B in regulatory AUM ($877.8M -> $1.11B). IAPD ↗
85
BALLEW ADVISORS INC — crossed $1B in regulatory AUM ($839.7M -> $1.04B). IAPD ↗
85
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — crossed $1B in regulatory AUM ($915.8M -> $1.05B). IAPD ↗
85
LYNX INVESTMENT ADVISORY, LLC — crossed $1B in regulatory AUM ($896.0M -> $1.08B). IAPD ↗
85
BOUCHEY FINANCIAL GROUP LTD — crossed $1B in regulatory AUM ($830.8M -> $1.16B). IAPD ↗
85
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — crossed $1B in regulatory AUM ($896.7M -> $1.08B). IAPD ↗
85
KOWAL INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($934.8M -> $1.11B). IAPD ↗
85
WHITNEY & COMPANY — crossed $1B in regulatory AUM ($794.1M -> $1.02B). IAPD ↗
85
BURTON ENRIGHT WELCH — crossed $1B in regulatory AUM ($922.6M -> $1.13B). IAPD ↗
85
FINANCIAL SYMMETRY INC. — crossed $1B in regulatory AUM ($807.6M -> $1.00B). IAPD ↗
85
SANDERSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($898.7M -> $1.12B). IAPD ↗
85
ASPEN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($850.4M -> $1.01B). IAPD ↗
85
WILLIS JOHNSON & ASSOCIATES, INC. — crossed $1B in regulatory AUM ($894.2M -> $1.17B). IAPD ↗
85
CHARTER OAK CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($983.4M -> $1.11B). IAPD ↗
85
SBC WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($878.3M -> $1.01B). IAPD ↗
85
NORTHEAST FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($775.1M -> $1.00B). IAPD ↗
85
ICAPITAL, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.12B). IAPD ↗
85
CRA FINANCIAL SERVICES, L.L.C. — crossed $1B in regulatory AUM ($966.1M -> $1.20B). IAPD ↗
85
GRANVILLE CAPITAL, INC. — crossed $1B in regulatory AUM ($911.3M -> $1.05B). IAPD ↗
85
SB CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($982.7M -> $1.09B). IAPD ↗
85
GREENROCK RESEARCH, INC. — crossed $1B in regulatory AUM ($965.1M -> $1.01B). IAPD ↗
85
CHATTERTON & ASSOCIATES — crossed $1B in regulatory AUM ($943.7M -> $1.05B). IAPD ↗
85
SBK FINANCIAL, INC. — crossed $1B in regulatory AUM ($994.4M -> $1.13B). IAPD ↗
85
ANCHOR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($935.5M -> $1.17B). IAPD ↗
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($864.0M -> $1.03B). IAPD ↗
85
GREENE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($982.0M -> $1.11B). IAPD ↗
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — crossed $1B in regulatory AUM ($852.4M -> $1.47B). IAPD ↗
85
TRAYNOR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($823.1M -> $1.25B). IAPD ↗
85
MV CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($845.9M -> $1.07B). IAPD ↗
85
RVW WEALTH LLC — crossed $1B in regulatory AUM ($956.3M -> $1.11B). IAPD ↗
85
TRUENORTH WEALTH — crossed $1B in regulatory AUM ($879.9M -> $1.02B). IAPD ↗
85
BARNES PETTEY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($965.2M -> $1.09B). IAPD ↗
85
WALLINGTON ASSET MANAGEMENT — crossed $1B in regulatory AUM ($929.9M -> $1.05B). IAPD ↗
85
BENEFIT FINANCIAL SERVICES GROUP — crossed $1B in regulatory AUM ($977.0M -> $1.15B). IAPD ↗
85
HOLLOW BROOK WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($956.6M -> $1.05B). IAPD ↗
85
TBH GLOBAL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($951.2M -> $1.11B). IAPD ↗
85
DEAN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($845.9M -> $1.06B). IAPD ↗
85
PAYNE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($895.0M -> $1.06B). IAPD ↗
85
EAGLE RIDGE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($989.9M -> $1.16B). IAPD ↗
85
ROSEMAN WAGNER WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($986.4M -> $1.11B). IAPD ↗
85
STRATEGIC WEALTH PARTNERS, LTD. — crossed $1B in regulatory AUM ($795.8M -> $1.08B). IAPD ↗
85
EVERMAY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($799.5M -> $1.06B). IAPD ↗
85
GUIDESTONE ADVISORS — crossed $1B in regulatory AUM ($992.1M -> $1.29B). IAPD ↗
85
HHM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($918.3M -> $1.07B). IAPD ↗
85
VERUS CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($948.2M -> $1.56B). IAPD ↗
85
TRIUNE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($939.7M -> $1.13B). IAPD ↗
85
EXPAND FINANCIAL, LLC — crossed $1B in regulatory AUM ($931.9M -> $1.40B). IAPD ↗
85
BAY COLONY ADVISORS — crossed $1B in regulatory AUM ($893.3M -> $1.07B). IAPD ↗
85
CAMPBELL WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($799.7M -> $1.00B). IAPD ↗
85
SELECT MONEY MANAGEMENT, INC. — crossed $1B in regulatory AUM ($784.0M -> $1.11B). IAPD ↗
85
CAPITAL ADVISORS, LTD., LLC — crossed $1B in regulatory AUM ($956.8M -> $1.13B). IAPD ↗
85
TAMAR SECURITIES, LLC — crossed $1B in regulatory AUM ($874.3M -> $1.09B). IAPD ↗
85
CONWAY INVESTMENT SOLUTIONS — crossed $1B in regulatory AUM ($879.1M -> $1.00B). IAPD ↗
85
FOCUSED WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($949.3M -> $1.18B). IAPD ↗
85
OBRA CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($275.0M -> $2.68B). IAPD ↗
85
PETTINGA FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($866.8M -> $1.00B). IAPD ↗
85
ZEGA FINANCIAL, LLC — crossed $1B in regulatory AUM ($513.4M -> $2.61B). IAPD ↗
85
KEARNS AND ASSOCIATES, LLC — crossed $1B in regulatory AUM ($601.8M -> $1.07B). IAPD ↗
85
MSH CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($849.2M -> $1.04B). IAPD ↗
85
PERSONAL CFO SOLUTIONS LLC — crossed $1B in regulatory AUM ($960.5M -> $1.17B). IAPD ↗
85
REGAN CAPITAL — crossed $1B in regulatory AUM ($793.6M -> $1.21B). IAPD ↗
85
LEGACY FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($987.6M -> $1.13B). IAPD ↗
85
ASCENT WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.11B). IAPD ↗
85
CGN ADVISORS, LLC — crossed $1B in regulatory AUM ($724.5M -> $1.14B). IAPD ↗
85
DELEGATE ADVISORS, LLC — crossed $1B in regulatory AUM ($902.4M -> $1.03B). IAPD ↗
85
CLARO ADVISORS, LLC — crossed $1B in regulatory AUM ($787.3M -> $1.02B). IAPD ↗
85
THE PINNACLE FINANCIAL GROUP — crossed $1B in regulatory AUM ($801.5M -> $1.20B). IAPD ↗
85
TRUE PRIVATE WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($947.8M -> $1.24B). IAPD ↗
85
CANAL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.9M -> $1.08B). IAPD ↗
85
SAVOIE CAPITAL LLC — crossed $1B in regulatory AUM ($966.9M -> $1.11B). IAPD ↗
85
FUSION FAMILY WEALTH, LLC — crossed $1B in regulatory AUM ($849.0M -> $1.01B). IAPD ↗
85
THRIVE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($843.1M -> $1.09B). IAPD ↗
85
PRIVATE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($956.5M -> $1.14B). IAPD ↗
85
SCARBOROUGH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($987.1M -> $1.19B). IAPD ↗
85
FOURSTAR WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($677.1M -> $1.02B). IAPD ↗
85
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($807.7M -> $1.18B). IAPD ↗
85
REVISOR WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($920.6M -> $1.72B). IAPD ↗
85
CAPITAL PLANNING ADVISORS LLC — crossed $1B in regulatory AUM ($985.7M -> $1.14B). IAPD ↗
85
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($901.2M -> $1.18B). IAPD ↗
85
BOWIE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($798.3M -> $1.03B). IAPD ↗
85
TWELVE POINTS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.7M -> $1.21B). IAPD ↗
85
JOURNEY ADVISORY GROUP, LLC — crossed $1B in regulatory AUM ($837.4M -> $1.02B). IAPD ↗
85
RIVER WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($896.6M -> $1.06B). IAPD ↗
85
PINE VALLEY INVESTMENTS — crossed $1B in regulatory AUM ($964.6M -> $1.74B). IAPD ↗
85
HIGHMORE GROUP — crossed $1B in regulatory AUM ($613.8M -> $2.83B). IAPD ↗
85
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($632.0M -> $1.02B). IAPD ↗
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.15B). IAPD ↗
85
INVST, LLC — crossed $1B in regulatory AUM ($961.1M -> $1.35B). IAPD ↗
85
GILBERT & COOK, INC. — crossed $1B in regulatory AUM ($973.6M -> $1.20B). IAPD ↗
85
ALTRAVUE CAPITAL, LLC — crossed $1B in regulatory AUM ($907.8M -> $1.12B). IAPD ↗
85
LYELL WEALTH MANAGEMENT LP — crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
85
MANHATTAN WEST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($737.2M -> $1.04B). IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — crossed $1B in regulatory AUM ($456.4M -> $1.79B). IAPD ↗
85
THE FIDUCIARY ALLIANCE — crossed $1B in regulatory AUM ($864.8M -> $1.23B). IAPD ↗
85
PARKSIDE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($914.3M -> $1.16B). IAPD ↗
85
PERENNIAL FINANCIAL SERVICES — crossed $1B in regulatory AUM ($686.4M -> $1.48B). IAPD ↗
85
SLATESTONE WEALTH LLC — crossed $1B in regulatory AUM ($952.3M -> $1.37B). IAPD ↗
85
AVESTAR CAPITAL, LLC — crossed $1B in regulatory AUM ($960.8M -> $1.14B). IAPD ↗
85
KINGSWOOD WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($969.4M -> $1.04B). IAPD ↗
85
THE COURY FIRM — crossed $1B in regulatory AUM ($997.0M -> $1.14B). IAPD ↗
85
N.E.W. ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($838.1M -> $1.10B). IAPD ↗
85
9258 WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($883.2M -> $1.03B). IAPD ↗
85
PASADENA PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($917.2M -> $1.21B). IAPD ↗
85
CWS FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($988.5M -> $1.05B). IAPD ↗
85
GRAVES LIGHT LENHART — crossed $1B in regulatory AUM ($933.7M -> $1.09B). IAPD ↗
85
INDEPENDENCE SQUARE HOLDINGS, LLC — crossed $1B in regulatory AUM ($926.4M -> $1.15B). IAPD ↗
85
SIMPLICITY WEALTH — crossed $1B in regulatory AUM ($201.0M -> $3.17B). IAPD ↗
85
AUSTIN PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($823.1M -> $1.06B). IAPD ↗
85
LEVEL FOUR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($784.4M -> $1.01B). IAPD ↗
85
ALIYA CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($890.2M -> $1.00B). IAPD ↗
85
OAKRIDGE MANAGEMENT GROUP LLC — crossed $1B in regulatory AUM ($597.7M -> $1.09B). IAPD ↗
85
FORGE FINANCIAL — crossed $1B in regulatory AUM ($854.0M -> $1.01B). IAPD ↗
85
ALLIE FAMILY OFFICE LLC — crossed $1B in regulatory AUM ($961.3M -> $1.12B). IAPD ↗
85
PINE GROVE FINANCIAL GROUP — crossed $1B in regulatory AUM ($699.8M -> $1.03B). IAPD ↗
85
GREAT WATERS FINANCIAL — crossed $1B in regulatory AUM ($957.6M -> $1.02B). IAPD ↗
85
UX WEALTH PARTNERS LLC — crossed $1B in regulatory AUM ($941.1M -> $1.50B). IAPD ↗
85
TRB WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($489.0M -> $1.19B). IAPD ↗
85
THE NEMES RUSH GROUP, LLC — crossed $1B in regulatory AUM ($913.7M -> $1.07B). IAPD ↗
85
ROLLINS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($848.3M -> $1.06B). IAPD ↗
85
CORNERSTONE PORTFOLIO RESEARCH — crossed $1B in regulatory AUM ($368.6M -> $1.35B). IAPD ↗
85
ADAMO CAPITAL — crossed $1B in regulatory AUM ($635.0M -> $1.17B). IAPD ↗
85
PRIVATE WEALTH ASSET MANAGEMENT — crossed $1B in regulatory AUM ($926.2M -> $1.61B). IAPD ↗
85
GODWIN CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($769.7M -> $1.07B). IAPD ↗
85
AS INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($100.0M -> $2.84B). IAPD ↗
85
INVICTUS PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($813.6M -> $1.07B). IAPD ↗
85
FLEISHER, MARTIN — crossed $1B in regulatory AUM ($124.9M -> $1.15B). IAPD ↗
85
PETREDIS INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($881.9M -> $1.11B). IAPD ↗
85
TITLEIST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($960.5M -> $1.40B). IAPD ↗
70
FIRST CITIZENS INVESTOR SERVICES, INC. — now reports custody of client assets ($94.7M). IAPD ↗
70
COZAD ASSET MANAGEMENT INC — now reports custody of client assets ($1.9M). IAPD ↗
70
ATWOOD & PALMER, INC. — now reports custody of client assets ($799.0M). IAPD ↗
70
PARAGON CAPITAL MANAGEMENT — now reports custody of client assets ($631.9M). IAPD ↗
70
1834 INVESTMENT ADVISORS CO. — now reports custody of client assets ($61.9M). IAPD ↗
70
WEST CHESTER CAPITAL ADVISORS INC — now reports custody of client assets ($1.12B). IAPD ↗
70
CFS INVESTMENT ADVISORY SERVICES LLC — now reports custody of client assets ($106.3M). IAPD ↗
70
EMBREE FINANCIAL GROUP — now reports custody of client assets ($211.2M). IAPD ↗
70
GRIES FINANCIAL LLC — now reports custody of client assets ($95.4M). IAPD ↗
70
BUCKHEAD CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($6.5M). IAPD ↗
70
ADVISORNET WEALTH PARTNERS — now reports custody of client assets ($1.58B). IAPD ↗
70
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — now reports custody of client assets ($694.1M). IAPD ↗
70
ASPEN CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($588.7M). IAPD ↗
70
REHMANN WEALTH — now reports custody of client assets ($2.73B). IAPD ↗
70
BULLTICK WEALTH MANAGEMENT, LLC — now reports custody of client assets ($75.6M). IAPD ↗
70
BELPOINTE ASSET MANAGEMENT LLC — now reports custody of client assets ($20.4M). IAPD ↗
70
INSIGHT INVESTMENT — now reports custody of client assets ($156.12B). IAPD ↗
70
ARTEMIS WEALTH ADVISORS, LLC — now reports custody of client assets ($38.9M). IAPD ↗
70
CAMPBELL WEALTH MANAGEMENT, INC. — now reports custody of client assets ($217.8M). IAPD ↗
70
CGN ADVISORS, LLC — now reports custody of client assets ($377.7M). IAPD ↗
70
CV ADVISORS LLC — now reports custody of client assets ($184.2M). IAPD ↗
70
SCHECHTER INVESTMENT ADVISORS, LLC — now reports custody of client assets ($1.18B). IAPD ↗
70
GOOD LIFE ADVISORS, LLC — now reports custody of client assets ($888.3M). IAPD ↗
70
AB PRIVATE CREDIT INVESTORS LLC — now reports custody of client assets ($7.14B). IAPD ↗
70
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — now reports custody of client assets ($68,453). IAPD ↗
70
SANCTUARY ADVISORS, LLC — now reports custody of client assets ($19.96B). IAPD ↗
70
HUMAN INTEREST ADVISORS LLC — now reports custody of client assets ($4.15B). IAPD ↗
70
INTRUA FINANCIAL — now reports custody of client assets ($1.66B). IAPD ↗
70
CONTINUUM ADVISORY, LLC — now reports custody of client assets ($130.9M). IAPD ↗
70
MARINER INDEPENDENT — now reports custody of client assets ($487.1M). IAPD ↗
70
THE COURY FIRM — now reports custody of client assets ($404.1M). IAPD ↗
70
INSCRIPTION CAPITAL, LLC — now reports custody of client assets ($386.5M). IAPD ↗
70
CORDOBA ADVISORY PARTNERS LLC — now reports custody of client assets ($43.0M). IAPD ↗
70
THE NEMES RUSH GROUP, LLC — now reports custody of client assets ($800.0M). IAPD ↗
70
MILL CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($814.6M). IAPD ↗
70
THE ASCENT GROUP, LLC — now reports custody of client assets ($21.8M). IAPD ↗
70
DOYENNE WEALTH ADVISORS — now reports custody of client assets ($48.7M). IAPD ↗
70
GODWIN CAPITAL GROUP, LLC — now reports custody of client assets ($135.2M). IAPD ↗
70
SAPIENT CAPITAL LLC — now reports custody of client assets ($2.68B). IAPD ↗
70
STONEBRIDGE FINANCIAL GROUP, LLC — now reports custody of client assets ($306.2M). IAPD ↗
68
KEYSTONE FINANCIAL PLANNING, INC — now reports custody of client assets ($174.2M). IAPD ↗
68
COORDINATED FINANCIAL PLANNING CORP — now reports custody of client assets ($105.2M). IAPD ↗
68
SANTORI & PETERS — now reports custody of client assets ($1.8M). IAPD ↗
68
BAXTER INVESTMENT MANAGEMENT — now reports custody of client assets ($26.3M). IAPD ↗
68
SIERRA INVESTMENT MANAGEMENT INC — now reports custody of client assets ($146.9M). IAPD ↗
68
HALL CAPITAL MANAGEMENT COMPANY, INC. — now reports custody of client assets ($56.1M). IAPD ↗
68
LEGEND FINANCIAL ADVISORS INC — now reports custody of client assets ($72.7M). IAPD ↗
68
FEE-ONLY FINANCIAL PLANNING, L.C. — now reports custody of client assets ($203.0M). IAPD ↗
68
NORTHEAST ADVISERS, INC. — now reports custody of client assets ($111.1M). IAPD ↗
68
DUMONT & BLAKE INVESTMENT ADVISORS LLC — now reports custody of client assets ($27.8M). IAPD ↗
68
GARRISON ASSET MANAGEMENT, LLC — now reports custody of client assets ($19.9M). IAPD ↗
68
OARSMAN CAPITAL, INC — now reports custody of client assets ($131.3M). IAPD ↗
68
KNIGHTSBRIDGE WEALTH MANAGEMENT — now reports custody of client assets. IAPD ↗
68
WINDHAM CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($322.5M). IAPD ↗
68
FINANCIAL COUNCIL, LLC — now reports custody of client assets ($200.0M). IAPD ↗
68
TULL FINANCIAL GROUP, INC. — now reports custody of client assets ($63.1M). IAPD ↗
68
PROFESSIONAL FINANCIAL SOLUTIONS, LLC — now reports custody of client assets ($996,980). IAPD ↗
68
THE MCHUGH GROUP, LLC — now reports custody of client assets ($20.4M). IAPD ↗
68
AA FINANCIAL ADVISORS, LLC — now reports custody of client assets ($530.8M). IAPD ↗
68
ELIOS FINANCIAL GROUP, INC. — now reports custody of client assets ($8.5M). IAPD ↗
68
PREMIER WEALTH ADVISORS, LLC — now reports custody of client assets ($2.6M). IAPD ↗
68
DELTA FINANCIAL ADVISORS, L.L.C. — now reports custody of client assets ($110.1M). IAPD ↗
68
FAI ADVISORS, INC. — now reports custody of client assets ($97,878). IAPD ↗
68
MPS-LORIA FINANCIAL PLANNERS,LLC — now reports custody of client assets ($241.2M). IAPD ↗
68
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY — now reports custody of client assets ($45.9M). IAPD ↗
68
EICHNER INVESTMENT PLANNING, LLC — now reports custody of client assets ($240.4M). IAPD ↗
68
GOODWIN INVESTMENT ADVISORY — now reports custody of client assets ($12.5M). IAPD ↗
68
GENERATIONAL WEALTH ADVISORS — now reports custody of client assets ($154.3M). IAPD ↗
68
NORTH BERKELEY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($31.0M). IAPD ↗
68
BROADLEAF PARTNERS, LLC — now reports custody of client assets ($29.3M). IAPD ↗
68
STONE HOUSE INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($74.0M). IAPD ↗
68
HEADINVEST — now reports custody of client assets ($688.7M). IAPD ↗
68
WHALEROCK POINT PARTNERS, LLC — now reports custody of client assets ($29.8M). IAPD ↗
68
WISE WEALTH, LLC — now reports custody of client assets ($190.9M). IAPD ↗
68
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — now reports custody of client assets ($50.1M). IAPD ↗
68
PASI INVESTMENTS, LLC — now reports custody of client assets ($1.3M). IAPD ↗
68
FORTUNE FINANCIAL ADVISORS, LLC — now reports custody of client assets ($92.8M). IAPD ↗
68
HARLOW WEALTH MANAGEMENT, INC. — now reports custody of client assets ($237.1M). IAPD ↗
68
BLUECHIP WEALTH ADVISORS LLC — now reports custody of client assets ($87.5M). IAPD ↗
68
THE LLOYD GROUP — now reports custody of client assets ($4.0M). IAPD ↗
68
GOODHAVEN CAPITAL MANAGEMENT — now reports custody of client assets ($5,779). IAPD ↗
68
HOBBS GROUP ADVISORS LLC — now reports custody of client assets ($390.1M). IAPD ↗
68
CLARITY WEALTH ADVISORS — now reports custody of client assets ($15.0M). IAPD ↗
68
SENTINUS, LLC — now reports custody of client assets ($92.0M). IAPD ↗
68
IRON HORSE WEALTH MANAGEMENT, LLC — now reports custody of client assets ($80,178). IAPD ↗
68
TEAMWORK FINANCIAL ADVISORS, LLC — now reports custody of client assets ($78.1M). IAPD ↗
68
TCFG INVESTMENT ADVISORS, LLC — now reports custody of client assets ($442.1M). IAPD ↗
68
BENEDETTI, GUCER & ASSOCIATES — now reports custody of client assets ($1.2M). IAPD ↗
68
MILESTONE INVESTMENT ADVISORS, LLC — now reports custody of client assets ($12.8M). IAPD ↗
68
LIQUID STRATEGIES, LLC — now reports custody of client assets ($7.9M). IAPD ↗
68
CYPRESS CAPITAL, LLC — now reports custody of client assets ($56.1M). IAPD ↗
68
FORTIS CAPITAL MANAGEMENT LLC — now reports custody of client assets ($156.3M). IAPD ↗
68
AUOUR INVESTMENTS LLC — now reports custody of client assets ($11.5M). IAPD ↗
68
VANN EQUITY MANAGEMENT LLC — now reports custody of client assets ($7.8M). IAPD ↗
68
BLUE WATER ASSET MANAGEMENT — now reports custody of client assets ($112.9M). IAPD ↗
68
WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC — now reports custody of client assets ($3.8M). IAPD ↗
68
OAK ROOT LLC — now reports custody of client assets ($30.0M). IAPD ↗
68
HUNGERFORD FINANCIAL LLC — now reports custody of client assets ($42.1M). IAPD ↗
68
ADDICUS ADVISORY, LLC — now reports custody of client assets ($121.6M). IAPD ↗
68
ONE WEALTH MANAGEMENT — now reports custody of client assets ($176.2M). IAPD ↗
68
QUARRY HILL ADVISORS — now reports custody of client assets ($157.5M). IAPD ↗
68
FSA WEALTH MANAGEMENT, LLC — now reports custody of client assets ($414.2M). IAPD ↗
68
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — now reports custody of client assets ($213.1M). IAPD ↗
68
CYPRESS CAPITAL ADVISORS, LLC — now reports custody of client assets ($7.9M). IAPD ↗
68
KPP ADVISORY SERVICES LLC — now reports custody of client assets ($388.6M). IAPD ↗
68
BLACKSTON FINANCIAL ADVISORY GROUP, LLC — now reports custody of client assets ($252.0M). IAPD ↗
68
FELICITAS GLOBAL PARTNERS, LLC — now reports custody of client assets ($694.2M). IAPD ↗
68
CAPASSO PLANNING PARTNERS LLC — now reports custody of client assets ($78.2M). IAPD ↗
68
BLUE INVESTMENT PARTNERS LLC — now reports custody of client assets ($18.1M). IAPD ↗
68
CATALYST FINANCIAL PARTNERS — now reports custody of client assets ($184.4M). IAPD ↗
68
ACCRETIVE WEALTH PARTNERS, LLC — now reports custody of client assets ($42.4M). IAPD ↗
68
SKYOAK WEALTH — now reports custody of client assets ($113.3M). IAPD ↗
68
SIGNAL ADVISORS WEALTH, LLC — now reports custody of client assets ($194.8M). IAPD ↗
68
CAPITAL CREEK PARTNERS — now reports custody of client assets ($64.2M). IAPD ↗
68
TANNIN CAPITAL, LLC — now reports custody of client assets ($72,849). IAPD ↗
68
PLATFORM TECHNOLOGY PARTNERS — now reports custody of client assets ($567.0M). IAPD ↗
68
BLUE ZONE WEALTH ADVISORS, LLC — now reports custody of client assets ($10.7M). IAPD ↗
68
WELLINGTON WEALTH STRATEGIES, LLC — now reports custody of client assets ($50.8M). IAPD ↗
68
AXIOM FINANCIAL STRATEGIES GROUP, LLC — now reports custody of client assets ($13.9M). IAPD ↗
68
DECHTMAN WEALTH MANAGEMENT — now reports custody of client assets ($2.1M). IAPD ↗
68
ROBERTS WEALTH ADVISORS, LLC — now reports custody of client assets ($8.5M). IAPD ↗
68
TRUE NORTH FINANCIAL — now reports custody of client assets ($193.1M). IAPD ↗
68
PREPARED RETIREMENT INSTITUTE LLC — now reports custody of client assets ($1.1M). IAPD ↗
68
VANCE WEALTH — now reports custody of client assets ($280.2M). IAPD ↗
68
MILESTONE ASSET MANAGEMENT, LLC — now reports custody of client assets ($110.0M). IAPD ↗
68
OAK HARBOR WEALTH PARTNERS, LLC — now reports custody of client assets ($9.2M). IAPD ↗
68
RETIREMENT PLANNING SOLUTIONS, LLC — now reports custody of client assets ($281.2M). IAPD ↗
68
LANGLEY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($8.1M). IAPD ↗
68
HILL ISLAND FINANCIAL LLC — now reports custody of client assets ($423.4M). IAPD ↗
68
HERR INVESTMENT GROUP LLC — now reports custody of client assets ($182.1M). IAPD ↗
68
GDS WEALTH MANAGEMENT — now reports custody of client assets ($348,000). IAPD ↗
68
STRATEGIC ADVOCATES, LLC — now reports custody of client assets ($124.7M). IAPD ↗
68
TRANSCE3ND LLC — now reports custody of client assets ($1.1M). IAPD ↗
68
HILLCREST FINANCIAL GROUP — now reports custody of client assets ($114.3M). IAPD ↗
68
SOLLINDA CAPITAL MANAGEMENT LLC — now reports custody of client assets ($183.7M). IAPD ↗
68
IMPRINT WEALTH LLC — now reports custody of client assets ($44.4M). IAPD ↗
68
LANDMARK WEALTH MANAGEMENT GROUP — now reports custody of client assets ($102.7M). IAPD ↗
68
ACCESS INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($136.4M). IAPD ↗
68
TURTLE CREEK WEALTH ADVISORS, LLC — now reports custody of client assets ($667.6M). IAPD ↗
68
GUIDANCE CAPITAL, INC. — now reports custody of client assets ($3.0M). IAPD ↗
68
SPECTRUM WEALTH MANAGEMENT — now reports custody of client assets ($653.0M). IAPD ↗
68
HERITAGE FAMILY OFFICES, LLP — now reports custody of client assets ($52.4M). IAPD ↗
68
THE NORDEN GROUP LLC — now reports custody of client assets ($561.4M). IAPD ↗
68
SEVEN MILE ADVISORY LLC — now reports custody of client assets ($328.0M). IAPD ↗
68
GILLILAND JETER WEALTH MANAGEMENT, LLC — now reports custody of client assets ($138.2M). IAPD ↗
68
A16Z PERENNIAL MANAGEMENT, L.P. — now reports custody of client assets ($812.9M). IAPD ↗
68
RAI WEALTH — now reports custody of client assets ($78.9M). IAPD ↗
68
CANOPY PARTNERS — now reports custody of client assets ($190.8M). IAPD ↗
68
PORTSIDE WEALTH GROUP, LLC — now reports custody of client assets ($134.8M). IAPD ↗
68
PRECEDENT WEALTH PARTNERS, LLC — now reports custody of client assets ($155.6M). IAPD ↗
68
PREMIER PATH WEALTH PARTNERS, LLC — now reports custody of client assets ($393.8M). IAPD ↗
68
CURIO WEALTH, LLC — now reports custody of client assets ($103.2M). IAPD ↗
68
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — now reports custody of client assets ($11.1M). IAPD ↗
68
TORREYANA CAPITAL — now reports custody of client assets ($736.0M). IAPD ↗
68
ADAPT WEALTH ADVISORS, LLC — now reports custody of client assets ($47.3M). IAPD ↗
65
CALVERT WEALTH MANAGEMENT, INC. — now reports custody of client assets ($33.0M). IAPD ↗
65
VEACH FAMILY FINANCIAL — now reports custody of client assets ($25.0M). IAPD ↗
65
GODFREY FINANCIAL ASSOCIATES, INC. — now reports custody of client assets ($1.4M). IAPD ↗
65
STEWARDSHIP FINANCIAL PLANNING — now reports custody of client assets ($1.2M). IAPD ↗
65
KEYNOTE FINANCIAL SERVICES, LLC — now reports custody of client assets ($6.4M). IAPD ↗
65
STEVEN G. BLUM AND ASSOCIATES, LLC — now reports custody of client assets ($4.4M). IAPD ↗
65
DWR WEALTH MANAGEMENT, LLC — now reports custody of client assets ($9.3M). IAPD ↗
65
TURNER FINANCIAL GROUP, INC. — now reports custody of client assets ($7.0M). IAPD ↗
65
COLE WEALTH MANAGEMENT, LLC — now reports custody of client assets ($26.0M). IAPD ↗
65
TIETON CAPITAL MANAGEMENT — now reports custody of client assets ($16.0M). IAPD ↗
65
TAURUS CAPITAL ADVISORS, LLC — now reports custody of client assets ($96.5M). IAPD ↗
65
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC — now reports custody of client assets ($88.4M). IAPD ↗
65
GUARDIAN WEALTH MANAGEMENT — now reports custody of client assets ($64.8M). IAPD ↗
65
PACIFIC VALUE, LLC — now reports custody of client assets ($27.0M). IAPD ↗
65
STRATEGIC FINANCIAL PARTNERS, LTD — now reports custody of client assets ($1.0M). IAPD ↗
65
BANKPLUS WEALTH ADVISORS — now reports custody of client assets ($43.6M). IAPD ↗
65
BULLSEYE ASSET MANAGEMENT LLC — now reports custody of client assets ($27.9M). IAPD ↗
65
COMPASS WEALTH MANAGEMENT, LLC — now reports custody of client assets ($709,353). IAPD ↗
65
ATLANTIS ASSET MANAGEMENT, LLC — now reports custody of client assets ($500,000). IAPD ↗
65
BYRNE & COMPANY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($39.3M). IAPD ↗
65
SENTARA CAPITAL — now reports custody of client assets ($3.0M). IAPD ↗
65
STRATEGY FINANCIAL GROUP — now reports custody of client assets ($15.9M). IAPD ↗
65
OMICRON ADVISORS, LLC — now reports custody of client assets ($521,781). IAPD ↗
65
SUMMIT WEALTH GROUP, LLC — now reports custody of client assets ($91.0M). IAPD ↗
65
PURSINO ADVISORY GROUP LLC — now reports custody of client assets ($100,000). IAPD ↗
65
MILESTONE WEALTH, LLC — now reports custody of client assets ($102.9M). IAPD ↗
65
HGI CAPITAL MANAGEMENT, LLC. — now reports custody of client assets ($115.2M). IAPD ↗
65
IADVISE PARTNERS — now reports custody of client assets ($6.2M). IAPD ↗
65
COHEN INVESTMENT ADVISORS, LLC — now reports custody of client assets ($12.5M). IAPD ↗
65
O'CONNOR FINANCIAL GROUP LLC — now reports custody of client assets ($91.7M). IAPD ↗
65
MILLER WEALTH ADVISORS, LLC — now reports custody of client assets ($163.7M). IAPD ↗
65
NORTHEASTERN STAR ASSET MANAGEMENT, INC. — now reports custody of client assets ($55.5M). IAPD ↗
65
BARING FINANCIAL LLC — now reports custody of client assets ($6.4M). IAPD ↗
65
PROSPERITY WEALTH MANAGEMENT, INC. — now reports custody of client assets ($110.6M). IAPD ↗
65
GATES PASS ADVISORS, LLC — now reports custody of client assets ($75.1M). IAPD ↗
65
SIMMONS CAPITAL GROUP — now reports custody of client assets ($1.4M). IAPD ↗
65
CROSS STATE FINANCIAL GROUP LLC — now reports custody of client assets ($1.1M). IAPD ↗
65
ENTASIS ASSET MANAGEMENT LLC — now reports custody of client assets ($43.2M). IAPD ↗
65
GOLDEN RESERVE RETIREMENT, LLC — now reports custody of client assets ($142.3M). IAPD ↗
65
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — now reports custody of client assets ($25,000). IAPD ↗
65
BANNERMAN WEALTH — now reports custody of client assets ($110.8M). IAPD ↗
65
GIBSON WEALTH ADVISORS, LLC — now reports custody of client assets ($52.6M). IAPD ↗
65
MOTIV8 INVESTMENTS LLC — now reports custody of client assets ($130.2M). IAPD ↗
65
WALLACE HART CAPITAL MANAGEMENT — now reports custody of client assets ($22.0M). IAPD ↗
65
DEFINE FINANCIAL, LLC — now reports custody of client assets ($205.2M). IAPD ↗
65
OAK STREET INVESTMENTS — now reports custody of client assets ($80.2M). IAPD ↗
65
AO WEALTH ADVISORY — now reports custody of client assets ($3.1M). IAPD ↗
65
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — now reports custody of client assets ($1.5M). IAPD ↗
65
ATLANTIC WEALTH PARTNERS, LLC — now reports custody of client assets ($25.6M). IAPD ↗
65
PRATO CAPITAL MANAGEMENT — now reports custody of client assets ($48.7M). IAPD ↗
65
SILVER OAK WEALTH ADVISORS SERVICES, LLC — now reports custody of client assets ($133.3M). IAPD ↗
65
CMC FINANCIAL GROUP, LLC — now reports custody of client assets ($1.9M). IAPD ↗
65
SINECERA CAPITAL, LLC — now reports custody of client assets ($33.3M). IAPD ↗
65
GOLDEN WEALTH MANAGEMENT — now reports custody of client assets ($46.2M). IAPD ↗
65
ERICKSON FINANCIAL GROUP, LLC — now reports custody of client assets ($8.0M). IAPD ↗
65
CWM PARTNERS, LLC — now reports custody of client assets ($44.9M). IAPD ↗
65
THREE SIXTY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($11). IAPD ↗
65
INFINITY FINANCIAL SERVICES ADVISORY — now reports custody of client assets ($60.4M). IAPD ↗
65
VANTAGE POINT FINANCIAL, LLC — now reports custody of client assets ($58.9M). IAPD ↗
65
APRICUS WEALTH LLC — now reports custody of client assets ($50.5M). IAPD ↗
65
REVERE CAPITAL MANAGEMENT LP — now reports custody of client assets ($120.3M). IAPD ↗
65
WOLVERINE INVESTMENT ADVISORS, LLC — now reports custody of client assets ($129,644). IAPD ↗
65
VIAWEALTH, LLC — now reports custody of client assets ($66.7M). IAPD ↗
65
PACIFIC POINT ADVISORS, LLC — now reports custody of client assets ($61.8M). IAPD ↗
65
TETON WEALTH GROUP LLC — now reports custody of client assets ($42.2M). IAPD ↗
65
SHINING ROCK ADVISORS LLC — now reports custody of client assets ($1.5M). IAPD ↗
65
TRANSITUS WEALTH PARTNERS LLC — now reports custody of client assets ($2.0M). IAPD ↗
65
ENZA FINANCIAL, LLC — now reports custody of client assets ($24.1M). IAPD ↗
65
HEIGHTS LLC — now reports custody of client assets ($117.9M). IAPD ↗
65
IPSEN ADVISOR GROUP — now reports custody of client assets ($34.7M). IAPD ↗
65
CONSCIOUS WEALTH INVESTMENTS, LLC — now reports custody of client assets ($200,000). IAPD ↗
65
AMICORP WEALTH SERVICES — now reports custody of client assets ($2.5M). IAPD ↗
65
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — now reports custody of client assets ($132.0M). IAPD ↗
65
OXFORD WEALTH GROUP, LLC — now reports custody of client assets ($20.8M). IAPD ↗
65
CONQUIS FINANCIAL LLC — now reports custody of client assets ($67.5M). IAPD ↗
65
CLARK WEALTH PARTNERS, LLC — now reports custody of client assets ($38.0M). IAPD ↗
65
STEWARD ADVISORS GROUP, LLC — now reports custody of client assets ($14.2M). IAPD ↗
65
AMERITY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($5.1M). IAPD ↗
65
RM INVESTMENT STRATEGIES, LLC — now reports custody of client assets ($2.3M). IAPD ↗
65
ONEASCENT FAMILY OFFICES — now reports custody of client assets ($18.2M). IAPD ↗
65
LIGHT CAPITAL LLC — now reports custody of client assets ($74.8M). IAPD ↗
65
9823 CAPITAL, LP — now reports custody of client assets ($117.3M). IAPD ↗
65
ONEWELTH INC — now reports custody of client assets ($81.7M). IAPD ↗
65
EVERGREEN MONEY ADVISORS — now reports custody of client assets ($15,658). IAPD ↗
65
RASP WEALTH SOLUTIONS, LLC — now reports custody of client assets ($35.5M). IAPD ↗
65
PUREFI WEALTH, LLC — now reports custody of client assets ($19.6M). IAPD ↗
85
BOON INVESTMENT GROUP, INC. — (AUSTIN, TX) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
SHASTA VENTURES — (location n/a) is newly SEC-registered with $2.02B RAUM and 4 advisory reps. IAPD ↗fund
85
MACQUARIE CAPITAL PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
85
STOCK SNIPS, INC. — (PITTSBURGH, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
QUANTITATIVE FINANCE LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
TRINITY CAPITAL ADVISER, LLC — (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 29 advisory reps. IAPD ↗institutional
85
AIP CAPITAL ADVISORS LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗institutional
85
SHORENSTEIN INVESTMENT ADVISERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 47 advisory reps. IAPD ↗institutional
85
ARC LUMINOUS MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
NORIAS CAPITAL MANAGEMENT LP — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 27 advisory reps. IAPD ↗institutional
85
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered with $3.70B RAUM and 6 advisory reps. IAPD ↗fund
85
FORTWOOD CAPITAL LP — (GRENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
NILES INVESTMENT MANAGEMENT, LLC — (PLANTATION, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
MISSION INVESTMENT ADVISORS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
INATAI INVESTMENT MANAGEMENT CO. LLC — (SEATTLE, WA) is newly SEC-registered with $2.19B RAUM and 5 advisory reps. IAPD ↗fund
85
EVEN HERD LLC — (OKLAHOMA CITY, OK) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
GALLO PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
DUNDEE MAESTRO MANAGEMENT, LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
DRACO EVOLUTION — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
BENCHSTONE CAPITAL MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered with $2 RAUM and 4 advisory reps. IAPD ↗institutional
85
GE VERNOVA INVESTMENT ADVISERS, LLC — (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
85
OBION CAPITAL MANAGEMENT LP — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
QUANTESSENCE CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
FMI TECHNOLOGIES LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
AMPLIFIED ADVISORS — (location n/a) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
APOLLO S3 RIC MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2540 advisory reps. IAPD ↗institutional
85
STRAWBERRY TREE MANAGEMENT COMPANY — (SEATTLE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
FINANCEBUZZ — (DELRAY BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
83
HUMBLE GROWTH — (NEW YORK, NY) is newly SEC-registered with $316.1M RAUM and 8 advisory reps. IAPD ↗fund
83
LEH II MANAGEMENT LLC — (ENGLEWOOD, CO) is newly SEC-registered with $380.4M RAUM and 7 advisory reps. IAPD ↗fund
80
L CAPITAL, LLC — (WINDSOR, CA) is newly SEC-registered with $156.4M RAUM and 1 advisory reps. IAPD ↗fund
80
RSC ASSET MANAGEMENT GROUP, LLC — (STUDIO CITY, CA) is newly SEC-registered with $137.3M RAUM and 2 advisory reps. IAPD ↗fund
80
PATRICOF CO — (NEW YORK, NY) is newly SEC-registered with $179.3M RAUM and 5 advisory reps. IAPD ↗fund
80
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — (NEW YORK, NY) is newly SEC-registered with $10.0M RAUM and 4 advisory reps. IAPD ↗fund
80
CALAMOS PRIVATE EQUITY LLC — (NAPERVILLE, IL) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗fund
80
ACME CREDIT PARTNERS — (NEW YORK, NY) is newly SEC-registered with $90.9M RAUM and 4 advisory reps. IAPD ↗fund
80
CHARTER OAK ADVISORS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗fund
80
TRP CAPITAL ADVISORS VI, LLC — (BIRMINGHAM, MI) is newly SEC-registered with $163.1M RAUM and 8 advisory reps. IAPD ↗fund
75
75
ALBRITTON CAPITAL MANAGEMENT CO — crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗institutional
75
MODERN PORTFOLIO CONSULTANTS, LLC — crossed $1B in regulatory AUM ($970.3M -> $1.02B). IAPD ↗institutional
75
APPLIED FINANCE ADVISORS, LLC — crossed $1B in regulatory AUM ($762.0M -> $1.30B). IAPD ↗institutional
75
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. — crossed $1B in regulatory AUM ($988.0M -> $3.09B). IAPD ↗institutional
75
75
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($732.5M -> $1.01B). IAPD ↗institutional
75
75
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — crossed $1B in regulatory AUM ($709.1M -> $1.01B). IAPD ↗institutional
75
DISTILLATE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($924.1M -> $1.61B). IAPD ↗institutional
75
WINSHORE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($766.3M -> $1.56B). IAPD ↗institutional
75
SOUTHERN RIDGES CAPITAL (USA) LLC — crossed $1B in regulatory AUM ($976.8M -> $1.01B). IAPD ↗institutional
75
KESTRA INVESTMENT MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($109.8M -> $1.51B). IAPD ↗institutional
75
IMPACTASSETS CAPITAL PARTNERS PBLLC — crossed $1B in regulatory AUM ($541.6M -> $1.58B). IAPD ↗institutional
75
75
OHA PRIVATE CREDIT ADVISORS LLC — crossed $1B in regulatory AUM ($99.2M -> $1.46B). IAPD ↗institutional
75
75
75
JEFFERIES CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($985.0M -> $2.46B). IAPD ↗institutional
70
70
70
VAN ECK ABSOLUTE RETURN ADVISERS CORP. — crossed $1B in regulatory AUM ($818.5M -> $1.66B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
CARLYLE AVIATION SECURITIES PARTNERS LLC — crossed $1B in regulatory AUM ($876.3M -> $1.13B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($767.5M -> $1.01B). IAPD ↗fund
70
70
70
70
70
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC — crossed $1B in regulatory AUM ($956.3M -> $1.45B). IAPD ↗fund
70
70
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP — crossed $1B in regulatory AUM ($667.0M -> $1.31B). IAPD ↗fund
70
70
ALBANY ROAD REAL ESTATE PARTNERS, LLC — crossed $1B in regulatory AUM ($329.5M -> $1.05B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
BAIN CAPITAL INSURANCE SOLUTIONS, LP — crossed $1B in regulatory AUM ($876.6M -> $1.86B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($420.1M -> $1.08B). IAPD ↗fund
70
SYCAMORE TREE CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($968.3M -> $1.79B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
SPEARHEAD ADMINISTRATIVE SERVICES, LLC — crossed $1B in regulatory AUM ($566.6M -> $1.20B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
FIVE ARROWS MANAGERS LLP — (LONDON, United Kingdom) is newly SEC-registered with $11.08B RAUM and 85 advisory reps. IAPD ↗foreign
70
WHITE OAK CAPITAL PARTNERS PTE. LTD. — (SAMSUNG HUB, Singapore) is newly SEC-registered with $3.60B RAUM and 12 advisory reps. IAPD ↗foreign
70
COMPLUS ASSET MANAGEMENT (UK) LIMITED — (LONDON, United Kingdom) is newly SEC-registered with $4.07B RAUM and 5 advisory reps. IAPD ↗foreign
68
KING RIVER CAPITAL MANAGEMENT PTY LTD — (SURRY HILLS, NEW SOUTH WALES, Australia) is newly SEC-registered with $338.5M RAUM and 8 advisory reps. IAPD ↗foreign
65
POM WEALTH MANAGEMENT US LLC — (SÃO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (UK) LLP — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (US) LLC — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
UTI INVESTMENTS AMERICA LIMITED — (ST PETER PORT, Guernsey) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗foreign
65
THE MASS GROUP — (DUBAI, United Arab Emirates) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
60
60
ARES CAPITAL MANAGEMENT II LLC — now reports custody of client assets ($455.0M). IAPD ↗institutional
58
55
ANALYST PORTFOLIO MANAGEMENT LTD. — crossed $1B in regulatory AUM ($832.6M -> $1.03B). IAPD ↗foreign
55
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — crossed $1B in regulatory AUM ($768.9M -> $1.27B). IAPD ↗foreign
55
55
55
ZENTIFIC INVESTMENT MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($623.4M -> $1.01B). IAPD ↗foreign
55
55
55
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — crossed $1B in regulatory AUM ($700.9M -> $1.19B). IAPD ↗foreign
55
MAN INVESTMENTS AUSTRALIA LIMITED — crossed $1B in regulatory AUM ($756.6M -> $1.16B). IAPD ↗foreign
55
55
55
55
55
55
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — now reports custody of client assets ($1.59B). IAPD ↗fund
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC — now reports custody of client assets ($1.32B). IAPD ↗fund
55
55
55
55
55
55
55
55
55
55
55
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — now reports custody of client assets ($3.41B). IAPD ↗fund
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. — now reports custody of client assets ($547.6M). IAPD ↗fund
53
53
53
53
53
53
50
50
50
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC — now reports custody of client assets ($9.1M). IAPD ↗fund
50
50
50
50
50
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — now reports custody of client assets ($100,000). IAPD ↗fund
50
50
50
50
50
50
40
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED — now reports custody of client assets ($1.64B). IAPD ↗foreign
40
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY — now reports custody of client assets ($755.1M). IAPD ↗foreign
40
40
40
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — now reports custody of client assets ($97.6M). IAPD ↗foreign
40
40
38
Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.